Civic Intelligence

California Coalition of Employee Benefit Plan Sponsors

EIN 80-0479742 • 501(c)6 • San Diego, CA

Profile

To promote the general and economic welfare of members, provide educational programs to members and employees of members, and promote the common interests of employee benefit plan sponsors.

1843 Hotel Circle SouthSan Diego, CA 92108

www.co-op-ca.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

45th percentile

0.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

45th percentile

2.1%

Higher net margin than 45% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

45th percentile

2.1%

Faster asset growth than 45% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-1.5%

Faster revenue growth than 32% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$610,746

Up $35,479 (+6.2%) from 2023

Liabilities

Down

$2,232

Down $1,985 (-47%) from 2023

Net Assets

Up

$608,514

Up $37,464 (+6.6%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin45th percentile

Revenue

Up

$315,734

Up $20,311 (+6.9%) from 2023

Expenses

Up

$278,270

Up $9,263 (+3.4%) from 2023

Net Income

Up

$37,464

Up $11,048 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $207,983Liabilities 2010: $171,4372010Assets 2011: $325,276Liabilities 2011: $163,720Net Assets 2011: $161,5562011Assets 2012: $309,899Liabilities 2012: $133,128Net Assets 2012: $176,7712012Assets 2013: $373,618Liabilities 2013: $108,525Net Assets 2013: $265,0932013Assets 2014: $391,878Liabilities 2014: $82,344Net Assets 2014: $309,5342014Assets 2015: $389,579Liabilities 2015: $50,858Net Assets 2015: $338,7212015Assets 2016: $347,476Liabilities 2016: $19,127Net Assets 2016: $328,3492016Assets 2017: $352,267Liabilities 2017: $3,211Net Assets 2017: $349,0562017Assets 2018: $385,487Liabilities 2018: $0Net Assets 2018: $385,4872018Assets 2019: $426,777Liabilities 2019: $42Net Assets 2019: $426,7352019Assets 2020: $484,671Liabilities 2020: $12,208Net Assets 2020: $472,4632020Assets 2021: $524,521Liabilities 2021: $10,529Net Assets 2021: $513,9922021Assets 2022: $548,476Liabilities 2022: $3,842Net Assets 2022: $544,6342022Assets 2023: $575,267Liabilities 2023: $4,217Net Assets 2023: $571,0502023Assets 2024: $610,746Liabilities 2024: $2,232Net Assets 2024: $608,5142024

Highlighted filing

2024

Assets$610,746
Liabilities$2,232
Net Assets$608,514
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $91,759Expenses 2010: $55,213Net Income 2010: $36,5462010Revenue 2011: $307,517Expenses 2011: $182,507Net Income 2011: $125,0102011Revenue 2012: $226,523Expenses 2012: $211,308Net Income 2012: $15,2152012Revenue 2013: $495,882Expenses 2013: $407,560Net Income 2013: $88,3222013Revenue 2014: $590,560Expenses 2014: $546,119Net Income 2014: $44,4412014Revenue 2015: $744,613Expenses 2015: $715,426Net Income 2015: $29,1872015Revenue 2016: $618,335Expenses 2016: $628,707Net Income 2016: -$10,3722016Revenue 2017: $487,594Expenses 2017: $466,887Net Income 2017: $20,7072017Revenue 2018: $417,513Expenses 2018: $381,082Net Income 2018: $36,4312018Revenue 2019: $386,955Expenses 2019: $345,707Net Income 2019: $41,2482019Revenue 2020: $936,059Expenses 2020: $890,331Net Income 2020: $45,7282020Revenue 2021: $359,605Expenses 2021: $318,076Net Income 2021: $41,5292021Revenue 2022: $295,380Expenses 2022: $264,738Net Income 2022: $30,6422022Revenue 2023: $295,423Expenses 2023: $269,007Net Income 2023: $26,4162023Revenue 2024: $315,734Expenses 2024: $278,270Net Income 2024: $37,4642024

Highlighted filing

2024

Revenue$315,734
Expenses$278,270
Net Income$37,464
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$610,746
Liabilities
$2,232
Net assets
$608,514
Revenue
$315,734
Expenses
$278,270
Net income
$37,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$0.02$6.09$3.16$2.78$0.37
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.04$5.71$2.95$2.69$0.26
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.04$5.45$2.95$2.65$0.31
2021Detailed filing. Detailed filing data is available for this year.$5.25$0.11$5.14$3.60$3.18$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.12$4.72$9.36$8.90$0.46
2019Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$3.87$3.46$0.41
2018Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$4.18$3.81$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.52$0.03$3.49$4.88$4.67$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.19$3.28$6.18$6.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.90$0.51$3.39$7.45$7.15$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.82$3.10$5.91$5.46$0.44
2013Summary only. Only limited summary data is available for this year.$3.74$1.09$2.65$4.96$4.08$0.88
2012Summary only. Only limited summary data is available for this year.$3.10$1.33$1.77$2.27$2.11$0.15
2011Summary only. Only limited summary data is available for this year.$3.25$1.64$1.62$3.08$1.83$1.25
2010Summary only. Only limited summary data is available for this year.$2.08$1.71$0.92$0.55$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$315,959
Mission and Program Overview

Mission

To promote the general and economic welfare of members, provide educational programs to members and employees of members, and promote the common interests of employee benefit plan sponsors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$289,447$323,932▲ $34,485
Investments Other Securities$265,500$265,500→ $0
Prepaid Expenses and Deferred Charges$19,761$20,207▲ $446
Land, Buildings, and Equipment, Net$337$1,056▲ $719
Accounts Receivable$222$51▼ $171
Total Assets$575,267$610,746▲ $35,479
Liabilities
Other Liabilities$4,217$2,232▼ $1,985
Accounts Payable and Accrued Expenses-$0-
Total Liabilities$4,217$2,232▼ $1,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$571,050$608,514▲ $37,464
Total Net Assets Fund Balance$571,050$608,514▲ $37,464
Total Liabilities and Net Assets / Fund Balance$575,267$610,746▲ $35,479

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,056$264$1,320
Other Securities$265,500--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Steve KaplanChair
John AnellaVice Chair
Dave GauthierDirector
Ken StuartDirector
Marlon MccurdyDirector
Nadine BennettDirector
Patrick PreziosoDirector
Ron ReeseDirector
Lora DuzykTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$304,510
Investment Income
$11,224
Other Revenue
$0
Change in Net Assets
$37,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$140,689
Fees for Services Management---$96,000
Fees for Services Legal---$6,000
Insurance---$2,484
Fees for Services Accounting---$2,258
Depreciation Depletion---$376
Other Expenses---$69
Total Functional Expenses$0$0$0$278,270
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deffered Premium$1,210
Deferred Contribution$1,022
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“This cooperative has members but does not have voting members within the meaning of the california nonprofit corporation law. The directors may, in their discretion, admit individuals or organizations to one or more classes of non-voting members which will have such rights and obligations as the directors find appropriate. The directors will also determine whether membership fees will be assessed.”

Form 990, Part VI, Section A, Line 7A

“The cooperative shall have up to twelve voting directors. Seven of the twelve directors shall represent the california schools veba and shall be appointed by the california schools veba board of trustees. If there are not 12 members, then at least 51% of the directors of the cooperative shall be appointed by the california schools veba.”

Form 990, Part VI, Section B, Line 11B

“The board members will review a copy of the form 990 prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The board members are required to affirm their continued compliance with the organization's conflict of interest policy on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are available upon request pursuant to california state law requirements.”

Filing and Contact Details

Filer

Filer Name
California Coalition of Employee Benefit
EIN
80-0479742
Phone
8882760250
Address
1843 HOTEL CIRCLE SOUTH, SAN DIEGO, CA 92108

Signing Officer

Name
Steve Kaplan
Title
Chairman
Phone
8882760250
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Kaplan
Formed
2009
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990ScheduleD/EquipmentGrp/BookValueAmt01056
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFFERED PREMIUM
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED CONTRIBUTION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0265500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCK IN BPA
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01056
IRS990ScheduleD/TotalBookValueSecuritiesAmt0265500
IRS990ScheduleD/TotalLiabilityAmt02232
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS COOPERATIVE HAS MEMBERS BUT DOES NOT HAVE VOTING MEMBERS WITHIN THE MEANING OF THE CALIFORNIA NONPROFIT CORPORATION LAW. THE DIRECTORS MAY, IN THEIR DISCRETION, ADMIT INDIVIDUALS OR ORGANIZATIONS TO ONE OR MORE CLASSES OF NON-VOTING MEMBERS WHICH WILL HAVE SUCH RIGHTS AND OBLIGATIONS AS THE DIRECTORS FIND APPROPRIATE. THE DIRECTORS WILL ALSO DETERMINE WHETHER MEMBERSHIP FEES WILL BE ASSESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COOPERATIVE SHALL HAVE UP TO TWELVE VOTING DIRECTORS. SEVEN OF THE TWELVE DIRECTORS SHALL REPRESENT THE CALIFORNIA SCHOOLS VEBA AND SHALL BE APPOINTED BY THE CALIFORNIA SCHOOLS VEBA BOARD OF TRUSTEES. IF THERE ARE NOT 12 MEMBERS, THEN AT LEAST 51% OF THE DIRECTORS OF THE COOPERATIVE SHALL BE APPOINTED BY THE CALIFORNIA SCHOOLS VEBA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS WILL REVIEW A COPY OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MEMBERS ARE REQUIRED TO AFFIRM THEIR CONTINUED COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST PURSUANT TO CALIFORNIA STATE LAW REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0CA COALITION OF EMPL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0900537887
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INSURANCE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BENEFITS PURCHASING ALLIANCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt042305
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt01322
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01843 HOTEL CIRCLE SOUTH 3RD FLOOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd092108
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CALIFORNIA SCHOOLS VOL EMP BEN ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330579503
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLOYEE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01843 HOTEL CIRCLE SOUTH 3RD FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092108
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0575267
IRS990/TotalAssetsEOYAmt0610746
IRS990/TotalAssetsGrp/BOYAmt0575267
IRS990/TotalAssetsGrp/EOYAmt0610746
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0278270
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04217
IRS990/TotalLiabilitiesEOYAmt02232
IRS990/TotalLiabilitiesGrp/BOYAmt04217
IRS990/TotalLiabilitiesGrp/EOYAmt02232
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0571050
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0608514
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0304510
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011224
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0304510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315734
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0575267
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0610746
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01843 HOTEL CIRCLE SOUTH
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092108
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CO-OP-CA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08882760250
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA COALITION OF EMPLOYEE BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PLAN SPONSORS
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0800479742
ReturnHeader/Filer/PhoneNum08882760250
ReturnHeader/Filer/USAddress/AddressLine1Txt01843 HOTEL CIRCLE SOUTH
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 NICOLLET MALL STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554027033
ReturnHeader/PreparerPersonGrp/PhoneNum06122536500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM HUNWARDSEN CPA
ReturnHeader/ReturnTs02025-10-01T10:55:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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